If a receipt has been lost and the invoice from the card provider has been received, Expense provides a way to manage these situations.
If a receipt has been lost and the invoice from the card provider has been received, Expense provides a way to manage these situations. The following steps are general recommendations; always consult your finance or payroll department to ensure you follow your company's policy for handling lost receipts.
Steps for Managing Lost Receipts
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Contact the Vendor/Purchase Location
- Reach out to the vendor who issued the original receipt and request a copy.
- Upload the receipt copy in the Expense app and attach it to the transaction.
- Then submit your report.
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Attach Documentation for Lost Receipt
- If a copy of the receipt cannot be obtained, fill out a lost receipt form (your company may create a standard form for these situations).
- Take a photo of the form and attach it to the transaction in Expense.
- Clearly note in the comments section that the original receipt could not be located.
- Note that no VAT deduction is made on the transaction since the original receipt is missing.
- Submit the report afterward.
Tip: Create a standardized lost receipt form within your company that employees can easily use and attach to these transactions. Keep in mind that a VAT deduction will not be valid without the original receipt.
Following these steps will help you maintain a consistent process for lost receipts and ensure accurate handling in Expense.